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Fiserv
FI

Overview Fund Activity

1,904 hedge funds and large institutions have $111B invested in Fiserv in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 625 increasing their positions, 820 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,904
Holders Change
+30
Holders Change %
+1.6%
% of All Funds
25.86%
Holding in Top 10
133
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.26%
% of All Funds
1.81%
New
165
Increased
625
Reduced
820
Closed
103
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.49B
2
GQG Partners
GQG Partners
Florida
+$266M
3
Holocene Advisors
Holocene Advisors
New York
+$188M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$186M
5
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$149M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$751M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$580M
3
Sanders Capital
Sanders Capital
Florida
-$521M
4
Dodge & Cox
Dodge & Cox
California
-$354M
5
Capital World Investors
Capital World Investors
California
-$301M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
1276
Janney Capital Management
Pennsylvania
$539K – – –
VVP
1277
Venture Visionary Partners
Ohio
$538K +$11.7K +53 +2%
MW
1278
Marcum Wealth
Ohio
$534K +$1.33K +6 +0.2%
CWA
1279
CM Wealth Advisors
Ohio
$532K – – –
LAM
1280
L2 Asset Management
Massachusetts
$532K +$47.9K +217 +10%
MHC
1281
Meyer Handelman Company
New York
$530K – – –
CG
1282
Corundum Group
Colorado
$530K – – –
FMLI
1283
Fukoku Mutual Life Insurance
Japan
$527K -$15.5K -70 -3%
FBC
1284
Fairfield, Bush & Co
Connecticut
$527K +$206K +935 +64%
IWM
1285
IHT Wealth Management
Illinois
$526K +$4.64K +21 +0.9%
CL
1286
CSS LLC
Illinois
$526K -$702K -3,180 -57%
MSFP
1287
Mark Sheptoff Financial Planning
Connecticut
$525K – – –
GS
1288
GTS Securities
New York
$524K -$490K -2,218 -48%
RMDI
1289
R.M. Davis Inc
Maine
$519K +$58.7K +266 +13%
CCA
1290
Childress Capital Advisors
Texas
$518K -$8.83K -40 -2%
JSSH
1291
J. Safra Sarasin Holding
$516K +$516K +2,338 New
BWG
1292
Berry Wealth Group
Texas
$515K +$28K +127 +6%
RPWA
1293
Regent Peak Wealth Advisors
Georgia
$514K -$3.31K -15 -0.6%
3IP
1294
3Chopt Investment Partners
Virginia
$512K +$512K +2,319 New
CFFP
1295
Center for Financial Planning
Michigan
$511K +$3.98K +18 +0.8%
WA
1296
Wambolt & Associates
Colorado
$511K -$105K -475 -17%
SCM
1297
Schnieders Capital Management
California
$508K – – –
WCF
1298
West Coast Financial
California
$506K – – –
JWM
1299
Jackson Wealth Management
Florida
$504K -$61K -276 -11%
GAA
1300
Global Assets Advisory
Florida
$503K +$503K +2,403 New
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